Integrate InvoiceXpress with ActiveCampaign

Send information between InvoiceXpress and ActiveCampaign automatically, without writing any code, using Zoho Flow.

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Create deals in ActiveCampaign for new estimates in InvoiceXpress

Automatically create a deal in ActiveCampaign whenever a new estimate is created in your invoicing application. This flow creates deals in ActiveCampaign for new estimates in InvoiceXpress.

How it works
1) A new estimate is created in InvoiceXpress.
2) Zoho Flow creates a deal in ActiveCampaign for the new estimate.
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Create deals in ActiveCampaign for new estimates in InvoiceXpress

InvoiceXpress + ActiveCampaign

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Create client in InvoiceXpress for new contact in ActiveCampaign

Automatically add new contacts on your marketing platform as clients in your invoicing app. This flow adds new contacts in ActiveCampaign as clients in InvoiceXpress.

How it works
1) A contact is added to ActiveCampaign.
2) Zoho Flow adds the contact to InvoiceXpress.
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Create client in InvoiceXpress for new contact in ActiveCampaign

ActiveCampaign + InvoiceXpress

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Create estimates in InvoiceXpress for new deal tasks in ActiveCampaign

Generate an estimate in your invoicing application automatically whenever a new deal is created in your marketing application. This flow creates estimates in InvoiceXpress for new deal tasks in ActiveCampaign.

How it works
1) A new deal task is created in ActiveCampaign.
2) Zoho Flow creates an estimate in InvoiceXpress for the deal task.
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Create estimates in InvoiceXpress for new deal tasks in ActiveCampaign

ActiveCampaign + InvoiceXpress

Build your own integrations between InvoiceXpress and ActiveCampaign

Connect InvoiceXpress and ActiveCampaign with over 950+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate InvoiceXpress and ActiveCampaign using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Purchase order added

Triggers when a new purchase order is added

Estimate created

Triggers when a new estimate is created

Invoice created

Triggers when a new invoice is created

Client added

Triggers when a new client is added

Item added

Triggers when a new item is added

Deal note created

Triggers when a new deal note is created

Contact updated

Triggers when the details of an existing contact are updated

Account updated

Triggers when the details of an existing account are updated

Campaign starts sending

Triggers when a new campaign starts sending

Deal created

Triggers when a new deal is created

Campaign link clicked

Triggers when a contact clicks a link in a campaign message. This will only run once for each unique link.

Campaign opened

Triggers when a contact opens a campaign message. This will run every time a subscriber opens an email.

Contact tag added

Triggers when a tag is added to an existing contact

Account created

Triggers when a new account is created

Contact created

Triggers when a new contact is created

Deal updated

Triggers when the details of an existing deal are updated

Contact added to list

Triggers when a new contact is added to the selected list

Contact unsubscribed from campaign

Triggers when a contact unsubscribes as a result of a campaign email sent

Contact note created

Triggers when a new contact note is created

Deal task created

Triggers when a new deal task is created

All Actions - Actions are the automated tasks

Create invoice

Creates a new invoice, simplified invoice, invoice receipt, credit note or debit note.

Create purchase order

Creates a new purchase order

Create estimate

Creates a new quote, proforma or fees note.

Create item

Creates a new item

Create client

Creates a new client

Fetch client by ID

Fetches the details of an existing client by id

Fetch client by code

Fetches the details of an existing client by code

Add or update contact

Adds a new contact, updates the details of an existing contact, or removes an existing contact from the selected list

Create contact

Creates a new contact

Create account

Creates a new account

Add contact to automation

Adds a contact to automation

Create deal

Creates a new deal

Create contact note

Creates a note for the specified contact

Add note to deal

Adds notes to the selected deal

Add tag to contact

Adds a tag to an existing contact

Create campaign

Creates and sends a new campaign

Create tracked event

Creates a custom website or application event

Update account

Updates the details of an existing account

Update deal

Updates the details of an existing deal

Update contact

Updates the details of an existing contact

Fetch user

Fetches the details of an existing user

Fetch automation

Fetches the details of an existing automation by name

Search tag

Searches for an existing tag using name

Fetch deal

Fetches the details of an existing deal

Fetch account

Fetches the details of an existing account

Fetch contact

Fetches the details of an existing contact

What is InvoiceXpress?

InvoiceXpress is an online invoicing software which lets you issue invoice receipts, customize documents and more.

Accounting

What is ActiveCampaign?

ActiveCampaign is a marketing platform that helps you send campaigns, design newsletters, automate channels, and close deals faster. You can segment emails, add dynamic data, perform split testing, and manage your text-messaging marketing.

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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